Filed April 19, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,345 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $140 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $42 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,104 | $44,873-48.5% | $79,464-70.9% | $56,287-59.0% |
| Participation rate | 92.7% | 68.7%+23.9pp | 73.3%+19.3pp | 69.9%+22.8pp |
| Annual return | -2.87% | 0.81%-3.7pp | 718.14%-721.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $3,119 | $2,140+45.8% | $2,800+11.4% | $2,111+47.8% |
| Participant deferral / active EE | $2,970 | $2,746+8.2% | $3,704-19.8% | $3,350-11.3% |
| Admin fee / account holder | $46 | $418-89.0% | $5,113-99.1% | $521-91.1% |